PDS Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $462K | Hold |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $491K | Sell |
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|
2021
Q4 | $514K | Sell |
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|
2021
Q3 | $507K | Sell |
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|
2021
Q2 | $509K | Sell |
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|
2021
Q1 | $494K | Sell |
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|
2020
Q4 | $806K | Sell |
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|
2020
Q3 | $795K | Sell |
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|
2020
Q2 | $763K | Sell |
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|
2020
Q1 | $781K | Buy |
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|
2019
Q4 | $806K | Sell |
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|
2019
Q3 | $844K | Buy |
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|
2019
Q2 | $706K | Sell |
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|
2019
Q1 | $705K | Sell |
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|
2018
Q4 | $710K | Sell |
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|
2018
Q3 | $809K | Buy |
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|
2018
Q2 | $728K | Sell |
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|
2018
Q1 | $783K | Sell |
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|
2017
Q4 | $909K | Buy |
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